TrinityPoint Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$2.04M Sell
2024
Q3
$2.15M Sell
2024
Q2
$2.25M Sell
2024
Q1
$2.39M Sell
2023
Q4
$2.41M Sell
2023
Q3
$3.5M Buy
2023
Q2
$3.6M Buy
2023
Q1
$3.55M Buy
2022
Q4
$3.28M Sell
2022
Q3
$3.71M Sell
2022
Q2
$4M Buy
2022
Q1
$4.34M Buy
2021
Q4
$4.43M Buy
2021
Q3
$4.37M Sell
2021
Q2
$4.37M Buy
2021
Q1
$4.26M Buy
2020
Q4
$4.25M Buy
2020
Q3
$4.12M Buy
2020
Q2
$3.86M Buy
2020
Q1
$3.65M Buy
2019
Q4
$3.5M Buy
2019
Q3
$3.47M Buy